Mary Carter, financial advisor Jacksonville Beach FL
86 score

Mary Carter

CRD Number: 1038532
Current Firm: Raymond James Financial Services Advisors, Inc.

Mary Carter (CRD# 1038532) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jacksonville Beach, FL and has over 33 years of experience in the finance industry. Mary Carter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mcfs & Bb Inc. Jacksonville Beach, FL Feb 2014 - Current 2
Rental Real Estate Balsam Lake, FL Apr 2010 - Current 6
Dream Catcher Inn Balsam Lake, WI Apr 2010 - Current 6
N/a Atlantic Beach, FL Mar 2010 - Current 6
Raymond James Financial Services Advisors, Inc. Jacksonville Beach, FL Jan 2009 - Current 7
Real Estate Jacksonville Beach, FL Jul 2006 - Current 10
Uu Church Board Jacksonville, FL Jan 2004 - Current 12
Alliance Steering Committee Jacksonville, FL Jan 2003 - Current 13
Health Insurance Sales Jacksonville Beach, FL Jan 2003 - Current 13
Self Jacksonville, FL Jan 2000 - Current 16
Raymond James Financial Services, Inc. Jacksonville Beach, FL Feb 1988 - Current 28
Mary Carter Financial Services Jacksonville Beach, FL Jan 1984 - Current 32
Insurance - Non Variable Jacksonville Beach, FL Jan 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mary F. Carter
Phone Number: 727-567-5877
Registered State(s):
  • FL
  • TX
  • MN
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
86

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